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Resource Center Transferring 529 Funds into a Roth IRA
Transferring 529 Funds into a Roth IRA
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Resource Center Transferring 529 Funds into a Roth IRA

Transferring 529 Funds into a Roth IRA

Transferring 529 Funds into a Roth IRA

In a recent study MEFA conducted, 69% of Massachusetts residents said they would be likely to consider rolling over unused 529 funds into a Roth IRA account if that option existed. We’ve got some great news for you: that option does exist!